LCM

LVM Capital Management Portfolio holdings

AUM $1.04B
1-Year Est. Return 23.96%
This Quarter Est. Return
1 Year Est. Return
+23.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$663M
AUM Growth
+$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$8.33M
2 +$7.6M
3 +$7.06M
4
PFE icon
Pfizer
PFE
+$694K
5
LMT icon
Lockheed Martin
LMT
+$610K

Top Sells

1 +$6.6M
2 +$5.28M
3 +$2.02M
4
ICLR icon
Icon
ICLR
+$969K
5
AAPL icon
Apple
AAPL
+$907K

Sector Composition

1 Technology 26.33%
2 Healthcare 18.3%
3 Consumer Staples 10.93%
4 Communication Services 7.56%
5 Real Estate 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$25K ﹤0.01%
+10,000
127
$9K ﹤0.01%
133
-89
128
-5,875
129
-9,350
130
-3,479
131
-3,040
132
-29,087